Blue Barn Wealth, LLC
All 13F Filings
- Location
- Orem, UT
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 68,660
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/10/2026 | 46 | 68,660 | 13F-HR | Blue Barn Wealth, LLC |
| Q3 2025 | 11/14/2025 | 171 | 227,607 | 13F-HR | Blue Barn Wealth, LLC |
| Q2 2025 | 8/5/2025 | 157 | 212,267 | 13F-HR | Blue Barn Wealth, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 44.68 K | 65.1% | 0 | 111.7 K | -111.7 K |
| ETFs | 23.98 K | 34.9% | 0 | 44.27 K | -44.27 K |
| Debt | 0 | 0.0% | 0 | 2.987 K | -2.987 K |
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Fund Snapshot
Q4 2025
Latest filed
2/10/2026
Total value ($000)
68,660
Holdings
46
QoQ value change ($000)
-158,947
(-69.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.